Perigon Wealth Management, LLC Invesco ETF Tr Ii Global Clean Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Invesco ETF Tr Ii Global Clean stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,591 shares of PBD stock, worth $137,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,591
Previous 15,923 33.49%
Holding current value
$137,259
Previous $215,000 31.16%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$12.63 - $14.81 $67,343 - $78,966
-5,332 Reduced 33.49%
10,591 $148,000
Q2 2024

Aug 02, 2024
SELL
$13.16 - $14.96 $23,108 - $26,269
-1,756 Reduced 9.93%
15,923 $215,000
Q1 2024

Apr 29, 2024
SELL
$13.37 - $15.63 $7,206 - $8,424
-539 Reduced 2.96%
17,679 $250,000
Q4 2023

Jan 29, 2024
SELL
$13.23 - $16.21 $110,867 - $135,839
-8,380 Reduced 31.51%
18,218 $290,000
Q3 2023

Oct 30, 2023
BUY
$15.21 - $20.13 $35,621 - $47,144
2,342 Added 9.66%
26,598 $409,000
Q2 2023

Aug 02, 2023
BUY
$18.0 - $19.59 $436,608 - $475,175
24,256 New
24,256 $458,000

Others Institutions Holding PBD

# of Institutions
80
Shares Held
1.79M
Call Options Held
2.3K
Put Options Held
0
View Full List

About INVESCO ETF TR II GLOBAL CLEAN

PBD Quotes by TradingView
  • Ticker PBD
  • Sector ETFs
  • Industry ETFs
More about PBD
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